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Washington Trust Advisors’s CarMax KMX Stock Holding History

Washington Trust Advisors’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-499
Closed -$33K – 839
2022
Q3 		$33K Buy
499
+10
+2% +$914 ﹤0.01% 448
2022
Q2 		$44K Hold
489
– – ﹤0.01% 422
2022
Q1 		$47K Buy
489
+49
+11% +$5.27K ﹤0.01% 458
2021
Q4 		$57K Buy
+440
New +$61.6K ﹤0.01% 448

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Washington Trust Advisors's KMX Position: Q4 2022 in Review

Washington Trust Advisors sold out of CarMax (KMX) in Q4 2022, closing a stake of 499 shares — an estimated $33K sold.

Washington Trust Advisors first reported a position in KMX in Q4 2021 and held it in 4 quarters. The position peaked at $57K in Q4 2021. 657 funds tracked by Wall St. Rank hold KMX as of Q4 2022.

  • Washington Trust Advisors reported no remaining CarMax position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 499 CarMax shares in Q4 2022, an estimated $33K.
  • Washington Trust Advisors first reported a position in CarMax in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's CarMax position peaked at $57K in Q4 2021.
  • 657 funds tracked by Wall St. Rank held CarMax as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.